Position in MCD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,325,894
-$481,594 QoQ
Shares Held
12,304
+0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,011
of 3,461 holders
Holding Since
Sep 2022
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Icon Wealth Advisors, LLC holds $7,319,253 across 3 Restaurants names. MCD ranks #1 (45.4% of the industry book) .
All Filings in MCD
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,325,894 | 12,304 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,807,488 | 12,251 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,520,594 | 18,063 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,448,443 | 17,929 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,308,144 | 18,168 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,851,418 | 15,531 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,472,133 | 15,427 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,679,405 | 15,367 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,892,935 | 15,276 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,040,061 | 14,329 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,850,478 | 12,986 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $5,024,990 | 19,068 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,396,289 | 19,053 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||